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Kotak Mahindra Mutual Fund · Index Fund
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth
The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
Benchmark · NIFTY Midcap 150 Momentum 50 TRITER · 0.98%Inception · 08-10-2024
NAV
₹9.32
+1.26% · as of 14-05-2026
Since inception
-5.16%
CAGR
Benchmark (inception)
22.79%
CAGR
Fund size
₹4 Cr
AUM
Expense ratio
0.98%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +-5.16% CAGR vs benchmark +22.79%.
Portfolio
Where the money is invested
Top holdings
BSE LIMITED EQ NEW FV RS. 2/-5.68%
HERO MOTOCORP LIMITED EQ FV RS 25.04%
CUMMINS INDIA LIMITED EQ FV RS.24.59%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.57%
MUTHOOT FINANCE LIMITED EQ4.51%
AU SMALL FINANCE BANK LIMITED EQ4.35%
ASHOK LEYLAND LIMITED EQ NEW FV RE.1/-3.26%
L & T FINANCE HOLDINGS LIMITED EQ3.15%
GE T&D INDIA LIMITED EQ NEW RS. 2/-3.13%
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/-2.99%
Sector allocation
Financial Services43.04%
Capital Goods15.98%
Healthcare8.17%
Automobile and Auto Components7.50%
Chemicals4.80%
Telecommunication3.57%
Information Technology3.32%
Metals & Mining3.00%
Consumer Services2.80%
Services2.24%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -5.2% p.a.₹10,000
10 years
Projected value
₹9,34,940
Invested: ₹12,00,000
Gained: -₹2,65,060
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Satish Dondapati, Mr. Abhishek Bisen & Mr. Jeetu Valechha Sonar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152918
ISIN (Growth)
INF174KA1TP0
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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